Ulland Investment Advisors’s Energy Transfer Partners ET Stock Holding History

Ulland Investment Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$478K	Buy	25,000 +5,500	+28%	+$107K	0.35%	46
2026 Q1	$376K	Buy	19,500 +3,500	+22%	+$64.1K	0.32%	48
2025 Q4	$264K	Buy	16,000 +6,000	+60%	+$99.9K	0.21%	58
2025 Q3	$172K	Sell	10,000 -4,000	-29%	-$70.1K	0.13%	64
2025 Q2	$254K	Hold	14,000	–	–	0.19%	56
2025 Q1	$260K	Hold	14,000	–	–	0.22%	49
2024 Q4	$274K	Hold	14,000	–	–	0.17%	47
2024 Q3	$225K	Sell	14,000 -143	-1%	-$2.3K	0.16%	57
2024 Q2	$229K	Hold	14,143	–	–	0.16%	56
2024 Q1	$222K	Buy	14,143 +143	+1%	+$2.08K	0.18%	56
2023 Q4	$193K	Buy	14,000 +9,500	+211%	+$129K	0.19%	55
2023 Q3	$63K	Hold	4,500	–	–	0.07%	92
2023 Q2	$57K	Buy	+4,500	New	+$57K	0.06%	98

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Ulland Investment Advisors's ET Position: Q2 2026 in Review

Ulland Investment Advisors increased its Energy Transfer Partners (ET) stake by 28% in Q2 2026, buying an estimated $107K and bringing the position to 25,000 shares worth $478K. The position accounts for 0.35% of the portfolio, ranked #46.

Ulland Investment Advisors first reported a position in ET in Q2 2023 and has held it in 13 quarters since. 1,303 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Ulland Investment Advisors held 25,000 shares of Energy Transfer Partners worth $478K as of Q2 2026.
Ulland Investment Advisors bought 5,500 Energy Transfer Partners shares in Q2 2026, an estimated $107K.
Energy Transfer Partners made up 0.35% of Ulland Investment Advisors's portfolio in Q2 2026, its #46 holding.
Ulland Investment Advisors first reported a position in Energy Transfer Partners in Q2 2023 and has held it in 13 quarters since.
1,303 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.